GIỚI THIỆU VỀ TẬP NÀY
This episode explores the emotional and psychological aspects of financial investing, particularly for vulnerable clients. Behavioral economist Mark Pittaccio and Dr. Louis Williams discuss how psychological barriers and lack of understanding hinder investment engagement. They emphasise the critical role of human advisors in building trust, focusing on long-term goals, and providing emotional support during market volatility, ultimately advocating for advisors to "get good at being human."
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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Connected - A podcast by Dynamic Planner.
CÁC TẬP KHÁC TRONG PODCAST NÀY
In this episode of Dynamic Planner connected, we are joined ba special guest Trevor Greetham, Head of Multi Asset, RLAM, and Dynamic Planner's Chief Investment Strategist, Abhi Chatterjee.
In this episode of Dynamic Planner connected, we are joined by Louis Williams who is here to talk about understanding clients. Looking into their financial wellbeing, behaviour, vulnerability and focus.
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
Financial planning is changing as technology improves consumer access and engagement. Consumers want fast, reliable, and personalised advice, which challenges advisors to build trust while adapting to digital needs. The industry is focusing on data integrity and security. In the future, financial a…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Dynamic Planner, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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